When do you need a new team?
You'll probably need a new team if one of the statements below applies to your situation:
|You would like one account per subsidiary||Yes|
|You want a different logo per account||Yes|
|Group A shouldn't be able to talk with Group B||Yes|
|Group A have their processes and Group B as well (No mix)||Yes|
With Clustdoc, each account is automatically associated with a logo, a group of team members, process templates, a company name, and related billing.
If you want to manage 2 different business entities even from the same group you may need to subscribe for 2 Clustdoc accounts.
You'll need to navigate between each account very easily from the Switch Teams menu under your profile picture.
|📌 One team = One account = A group of users = Associated plan & billing|
Creating a team
- Click on your profile picture>View teams
- Add your team name
Switching between Teams
Read this article to understand how to go from one team to another.